Franklin India Balanced Advantage Fund Direct · Growth
Fund vs NIFTY 50
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +2.29 | 0.59 | 60.0% | 53.8% | 3.2% | -2.9% |
| 3 Years | +4.34 | 0.50 | 54.2% | 44.7% | 11.5% | 7.8% |
| 5 Years | +2.78 | 0.50 | 53.6% | 43.7% | 9.2% | 6.3% |
| 7 Years | +0.99 | 0.50 | 53.6% | 43.7% | 6.5% | 4.5% |
| 10 Years | -0.32 | 0.50 | 53.6% | 43.7% | 4.5% | 3.1% |
| 12 Years | -0.83 | 0.50 | 53.6% | 43.7% | 3.7% | 2.6% |
| 15 Years | -1.33 | 0.50 | 53.6% | 43.7% | 3.0% | 2.1% |